Kades & Cheifetz’s iShares Russell 2000 ETF IWM Stock Holding History

Kades & Cheifetz’s Portfolio IWM Stock Details IWM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$350K	Buy
2024 Q3	$349K	Buy
2024 Q2	$319K	Buy
2024 Q1	$330K	Buy
2023 Q4	$297K	Buy
2023 Q3	$259K	Hold
2023 Q2	$274K	Buy
2023 Q1	$258K	Hold
2022 Q4	$252K	Buy